The Retirement Roadmap Podcast
Episodes
Wednesday Jun 27, 2018
401K Rollovers
Wednesday Jun 27, 2018
Wednesday Jun 27, 2018
To Rollover or Not to Rollover – that is the question! If you are considering a Rollover of your retirement account there are a number of factors to consider. This week we take some time to discuss critical questions to ask and important points to consider when it comes to 401(K) Rollovers. Take a few minutes and join us to review important aspects of rolling over a retirement account. The choices you have on your Retirement Roadmap can make a big difference to your financial future.
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.
Wednesday Jun 20, 2018
Counter-Intuitive Financial Guidance
Wednesday Jun 20, 2018
Wednesday Jun 20, 2018
Things are not always what they seem. It's important to realize this in all phases of life, but it's especially important to understand this when it comes to your financial and retirement planning. On this week's podcast we discuss a number of financial scenarios that may be a bit counter-intuitive. Join us for a few minutes and evaluate whether or not there might be a few places on your Retirement Roadmap that might need some review from a different perspective.
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.
Wednesday Jun 13, 2018
The Silent Killer . . . Inflation
Wednesday Jun 13, 2018
Wednesday Jun 13, 2018
Virtually everyone understands that inflation causes the cost of living to increase over time and that inflation tends to erode your buying power over time. The challenge of combating the effects of inflation on your retirement nest egg can be difficult when you're also looking to lower you exposure to risk. Take a few minutes to listen in on our conversation as we discuss strategies you can use to fight inflation. It's important that your Retirement Roadmap has the ability deal with the long term effects of “The Silent Killer . . . Inflation”.
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.
Wednesday Jun 06, 2018
How Do You Know...?
Wednesday Jun 06, 2018
Wednesday Jun 06, 2018
There are a number of critical questions to be answered when planning your retirement and many of them might start with “How Do You Know ________ ?”. Join us this week as we take some time to discuss how you can begin determining the answers to some of the critical "How Do You Know" questions. It's always a good idea to make sure you stay on track with your retirement goals and that your Retirement Roadmap is leading you to your desired destination.
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.